Aaron E. Williams Email & Phone Number

Tampa, Florida, United States

• Listen attentively to customer needs and concerns; demonstrate empathy while maximizing the opportunity to build rapport with the customer and retain the business.
• Provide client relationship support through managing, gathering, and analyzing client data, helping prepare medical plan solutions and other client deliverables, and working with clients to resolve issues.
• Identify medical-insurance needs and discuss the benefits of comprehensive planning with clients by phone.
• Attend weekly meetings to review and discuss personal and professional development that would help to achieve individual and company success.

Tampa, Florida, United States

• Led the 2023 Financial Representative class in new clients attained, and premiums by providing exceptional and personalized service to each client.
• Created investment/asset allocation models and proposed strategies to capitalize on market, risk, and insurance opportunities.
• Ensured that policy requirements are fulfilled, including any necessary paramedical examinations and the completion of appropriate forms.
• Monitored client accounts and scheduled appointments with clients periodically to ensure financial goals are being met by re-reviewing to achieve long-term and short-term goals objectives.
• Collaborated with Senior Leadership during coaching sessions to discuss personal and professional development opportunities regarding the book of business and identify areas of growth.
• Achieved business goals by retaining clients, providing solutions to their financial needs, and successfully enrolling clients in a financial plan by using the Web Based Enrollment System by the designated goal set.

Tampa, Florida, United States

• Effectively trained and coached 15 team members to reach their sales goals by establishing monthly achievable goals.
• Facilitated monthly one-on-ones with Insurance Agents on professional development, executive presence, and networking to motivate them to exceed their personal and professional goals.
• Attained top sales to become one of the leading 5% of sales representatives in the company by engaging and enrolling new clients in their Medicare needs.
• Audited representatives’ recorded calls to identify growth and development opportunities.
• Examined and evaluated sales performance by assessing individual performance metrics.
• Assisted in the recruitment process by reviewing resumes and interviewing potential candidates that meet the requirements for open positions.